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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,897 | $166,089-90.4% | $164,928-90.4% | $145,978-89.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.41% | 100.26%-94.8pp | 70.08%-64.7pp | 550.52%-545.1pp |
| Employer contribution / active EE | $8,028 | $5,276+52.2% | $4,343+84.8% | $4,662+72.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $66 | $16,641-99.6% | $12,684-99.5% | $13,400-99.5% |